Katherine Najera Garcia
Round Lake Beach,IL
Summary
Resourceful Retail Personal Banker known for productivity and efficient task completion. Specialized in customer relationship management, financial product knowledge, and risk assessment. Excel in communication, problem-solving, and adaptability, ensuring exceptional service delivery in fast-paced banking environments.
Overview
7
7
years of professional experience
Work History
Retail Personal Banker II
Fifth Third Bank
Round Lake Beach, IL
04.2022 - Current
- Developed relationships with customers to ensure their satisfaction with banking services.
- Provided advice to clients regarding financial decisions such as investments, loans and credit cards.
- Resolved customer inquiries and complaints in a timely manner.
- Utilized problem solving skills to resolve customer issues quickly and efficiently.
- Prepared reports for management summarizing sales activities and customer feedback.
- Processed customer transactions including deposits, withdrawals, transfers and loan payments.
- Educated customers on the various products and services offered by the bank.
- Analyzed customer needs to recommend appropriate financial solutions for them.
- Adhered to established policies and procedures while providing excellent service.
- Generated new business through referrals from satisfied customers.
- Followed operational standards, promoting security, risk management and compliance.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
Dental Receptionist
Consumate Dental
Round Lake Beach, IL
12.2021 - 03.2022
- Greeted patients, provided them with necessary paperwork, and verified insurance information.
- Answered incoming calls, scheduled appointments, and confirmed patient visits.
- Maintained accurate records of patient treatment plans, medical histories, and financial transactions.
- Collected payments from patients in accordance with established policies and procedures.
- Performed administrative tasks such as filing documents, preparing reports, ordering supplies.
- Created a welcoming environment for patients by providing exceptional customer service at all times.
- Responded to inquiries from patients regarding their accounts or dental services offered.
Barista
Starbucks, Barista
Hainesville, IL
10.2021 - 12.2021
- Greeted customers and took orders for coffee drinks, food items, and other beverages.
- Prepared specialty coffee drinks such as lattes, cappuccinos, macchiatos, mochas, and Americanos.
- Operated cash registers to process customer payments.
- Maintained a clean work environment by wiping down counters, washing dishes, and cleaning floors.
- Stocked shelves with ingredients needed to make coffee drinks.
- Monitored inventory levels of supplies and restocked when necessary.
- Provided excellent customer service by responding to inquiries quickly and professionally.
- Followed safety procedures while operating machinery such as grinders and espresso machines.
- Assisted in the preparation of baked goods including muffins, cookies, scones, cakes.
- Placed orders with suppliers for delivery of products required for daily operations.
- Organized workstations efficiently so that tasks could be completed quickly during peak hours.
Teller/Banker
Associated Bank
Waukegan, IL
04.2020 - 10.2021
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Verified customers' identification to ensure compliance with laws and regulations.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Assisted customers in opening new accounts and completing required paperwork.
- Answered customer inquiries regarding bank products and services.
- Explained account information to customers in detail as needed.
- Cross-sold additional bank products when applicable to meet customer needs.
- Maintained confidentiality of all customer records and information according to company policies.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Handled large volumes of currency quickly and accurately with minimal errors.
Solutions Specialist
Cricket Wireless
Mundelein, IL
01.2020 - 04.2020
- Identified customer needs and provided tailored solutions to meet them.
- Developed and implemented strategies for increasing sales volume.
- Resolved customer complaints in a timely manner.
- Provided technical advice on product usage and troubleshooting.
- Conducted regular market research to identify potential opportunities and threats.
- Documented customer interactions, outcomes, and feedback for future reference.
- Maintained up-to-date knowledge of product features, pricing plans, warranties.
- Tracked inventory levels to ensure sufficient stock availability at all times.
- Developed training materials for staff members on various aspects of solutions delivery.
Teller
Consumers Credit Union
Round Lake Beach, IL
02.2019 - 01.2020
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Provided exceptional customer service while accurately processing routine transactions.
- Researched discrepancies between actual cash amounts and records of transactions for accuracy.
- Cross-sold additional bank products when applicable to meet customer needs.
- Performed daily reconciliation of teller drawer within established limits.
Smoothie Barista
Marianos
Gurnee, IL
08.2017 - 03.2019
- Cleaned, sanitized and organized the smoothie bar area.
- Prepared and served various types of smoothies.
- Operated a cash register to process customer orders accurately.
- Greeted customers in a friendly manner and answered their questions about menu items.
- Maintained knowledge of current smoothie specials and promotions.
- Assisted customers with selecting ingredients for custom smoothies.
- Adhered to health safety guidelines when preparing food items.
- Followed recipes accurately when preparing smoothies.
- Stocked shelves with fresh ingredients for daily use in smoothie making.
- Monitored inventory levels regularly and placed orders as needed.
- Performed opening and closing duties such as cleaning counters, restocking supplies.
- Provided excellent customer service by promptly addressing any concerns or issues.
- Cleaned blenders, mopped and swept floors and stocked coolers.
- Trained new team members in applicable job duties and practices.
Education
High School Diploma -
Round Lake Senior High School
Round Lake, IL05-2019
Skills
- Loan Processing
- Goal-Oriented
- Cross-selling abilities
- Sales proficiency
- Banking Policies and Procedures
- Issues Resolution
- Account Maintenance
- Transaction Processing
- Banking
- Customer Service
- Attention to Detail
- Relationship Building
- Spanish Fluency
- Customer financing
- Teller Support
- Sales Growth
- Sales strategy
- Customer Satisfaction
- Excellent Multitasking
- Multitasking and Time Management
- Multitasking
- Opening and closing procedures
Languages
Spanish
Native/ Bilingual
Timeline
Retail Personal Banker II
Fifth Third Bank
04.2022 - Current
Dental Receptionist
Consumate Dental
12.2021 - 03.2022
Barista
Starbucks, Barista
10.2021 - 12.2021
Teller/Banker
Associated Bank
04.2020 - 10.2021
Solutions Specialist
Cricket Wireless
01.2020 - 04.2020
Teller
Consumers Credit Union
02.2019 - 01.2020
Smoothie Barista
Marianos
08.2017 - 03.2019
High School Diploma -
Round Lake Senior High School
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